Institutional Sales Coordinator

We are seeking a client service individual who is highly driven and successful at managing multiple priorities. This position supports a dynamic sales team. The environment is fast-paced and excellence is expected. Individuals with a desire to improve day-to-day duties and the broader team thrive in this environment.

The Impact Youll Make:

Manage scheduling and logistics for full-day client meetings including preparation of detailed itineraries and coordination of travel accommodations catering group events transportation etc. for several days per week
Coordinate & manage a dynamic team calendar for several Institutional Officers; tracking travel vacations internal meetings and special events to ensure proper coverage and execution of all meetings
Work with the team to schedule client meetings coordinate conference calls and promote attendance to Baird events (NDRs Conferences Field Trips Company Visits Dinners etc.)
Maintain client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters memos and reports from verbal or written instructions
Assemble client materials; compile research record portfolio holdings and maintain CRM system to help the team focus on client needs
Prepare and submit detailed client interaction reports summarizing engagement activities over defined periods ensuring content is clear and accurate for client review
Develop and maintain relationships with associates in Corporate Access Conference Services Trading Research the Equity Capital Markets Desk and the team of Equity Coordinators
Manage incoming and outgoing communications; provide information or direct inquiries addressing questions that require knowledge of departmental and company functions
Process Institutional Officers expense reports; checking for accuracy and appropriate receipts to ensure prompt payment
Perform other duties as assigned

What Youll Bring to Baird:
Bachelors degree preferred and a minimum of 1-5 years experience performing support functions. Industry experience helpful. SIE Series 7 and 63 are a plus
Exceptional organizational skills is consistent dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines
Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism
Must be detail oriented and recognize errors in numbers spelling grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful result
Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible and highly adaptable
Ability to tolerate peak workloads to deal with constant interruptions and to maintain flexibility and composure in a high volume high-intensity environment
Ability to work independently in a fast-paced team environment with minimal supervision
Excellent PC skills Advanced knowledge of Microsoft Word Excel and PowerPoint. Experience utilizing pivot tables is helpful

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.